New Vernon Capital Holdings II’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $190K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $598K | Hold |
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|
2024
Q3 | $719K | Hold |
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|
2024
Q2 | $614K | Sell |
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|
2024
Q1 | $813K | Buy |
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|
2023
Q4 | $780K | Buy |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $127K | Buy |
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|
2022
Q4 | $130K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $433K | Buy |
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|
2018
Q3 | $349K | Buy |
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|
2018
Q2 | $288K | Buy |
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|
2018
Q1 | $233K | Buy |
|